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E55 对话莫一林:具身智能的渐进路线[GEIA直播间]

E55 对话莫一林:具身智能的渐进路线[GEIA直播间]

AGI Villa

本期整理自 GEIA GBA 2026 粤港澳大湾区具身智能与人形机器人创新周「GEIA 直播间」。 当机器人走进家庭、工厂和危险环境,它究竟应该一步到位实现完全自主,还是先通过遥操作解决真实问题,再逐步积累能力? 本场嘉宾莫一林是北京灵御智能科技有限公司联合创始人、首席科学家,长期从事机器人感知、控制与具身智能研究。 这场对话围绕机器人本体、遥操作、数据闭环和自主能力展开,讨论遥操作为什么不只是过渡方案、机器人如何在真实场景中积累数据,以及企业怎样在长期技术愿景与当下商业落地之间找到渐进路线。 👤嘉宾介绍: 莫一林 北京灵御智能科技有限公司联合创始人、首席科学家 长期从事机器人感知、控制与具身智能研究 🎙️话题速览: 01:18 灵御智能正在研发怎样的机器人产品? 07:00 为什么具身智能需要先进入真实场景? 15:00 遥操作为什么不是一条落后的技术路线? 25:00 机器人如何通过真实任务形成数据闭环? 36:40 从遥操作走向自主需要跨过哪些门槛? 46:40 具身智能企业如何平衡技术愿景与商业价值? 欢迎收藏、关注和分享,让更多人看到好内容。 欢迎关注【Monica出海说】视频号、公众号与小宇宙,查看完整版直播回放与逐字稿,加入出海交流群。 持续为你深度解读创业趋势和出海机会,我们下期再见。

53分钟
37
1周前
vol.287 讲给孩子的道德经丨《道德经》第2章:《食梦者》里的大善生大恶

vol.287 讲给孩子的道德经丨《道德经》第2章:《食梦者》里的大善生大恶

讲给孩子的《三字经》

本期潮升说解读《道德经》第二章,揭秘老子“二元一体”智慧。剖析善恶、美丑等对立概念如何相互依存转化,用电影《食梦者》案例颠覆你对善恶的认知,解读“天下皆知美之为美,斯恶已”的深刻内涵。 快速收听 * 0:00解读《道德经》第二章,讲解善恶二元一体转化观点 * 4:47结合《食梦者》案例讲解大善生大恶的道家哲学 * 5:51讲解二元一体思想对现实生活的指导意义 * 8:01总结本期核心观点,预告下期圣人处世智慧 《道德经》第2章 【原文】天下皆知美之为美,斯恶已;皆知善之为善,斯不善已。 【译文】天下人都知道美之所以为美,丑的观念也就产生了;都知道善之所以为善,不善的观念也就产生了。 【原文】故有无相生,难易相成,长短相形,高下相倾,音声相和,前后相随。 【译文】因此,有和无相互形成,困难和容易相互成就,长和短相互显现,高和低相互照映,不同的声音相互应和,前和后相随相伴。 【原文】是以圣人处无为之事,行不言之教,万物作焉而不辞,生而不有,为而不恃,功成而弗居。 【译文】所以圣人不做妄为之事,施行潜移默化的教化,任万物生长而不横行干预,滋养万物而不据为己有,有所施为而不由此期待回报,功成事就而不居功自傲。 【原文】夫惟弗居,是以不去。 【译文】正因为不居功自傲,所以它的功绩不会消亡。

8分钟
20
1周前
巴厘岛,除了疗愈、旅居和松弛感,一个旅游人还看到了什么?

巴厘岛,除了疗愈、旅居和松弛感,一个旅游人还看到了什么?

非行笔记

简介 最近接受巴厘岛目的地旅游产品,我原本在了解当地酒店、景点和线路,结果越查越偏:从两个岛上的动物为什么不同,一路研究到种水稻、分水和宗教。 这期内容正好我一鱼两吃,把自己感兴趣的一些点和你分享下。 一道看不见的"华莱士线"怎样解释相邻岛屿的自然差异;网红泳池旁的梯田,为什么和寺庙联系在一起;当地人的生活,又怎样慢慢变成世界各地游客向往的假期。 也在里面穿插聊聊我做旅游产品时的一些感受,还有目前整体国内旅游市场消费者的一些特点吧,最后简单说说巴厘岛怎么玩,以及为什么现在的我,更想找个地方好好待几天。 有任何问题欢迎给我留言!或者可以看 vx 听友群:evans_hf 我的公众号:《非行笔记》 ———————————————— ⏱️ 时间轴 Timestamps 00:12 怎么突然想到聊巴厘岛了? 03:16 研究巴厘岛的线路,怎么研究到动物分布了? 04:35 看不见的界限"华莱士线" 09:41 鸟明明会飞,为什么这段海也能成为一道界线? 13:44 乌布网红经典,泳池旁就几块梯田,为什么值得专门去看? 15:30 种田?上游先用水,下游怎么办?苏巴克里的种田体系! 20:08 种水稻,为什么还和寺庙有关? 24:17 同样是印尼,为什么巴厘岛的总结信仰是多样的! 26:26 印度教、佛教、穆斯林都混在一起,郑和下西洋的时候都有记录了。 32:07 近百年前就有“三天两晚”短途旅行的形式出现 36:48 巴厘岛怎样成为旅游目的地,还是靠“营销” 39:00 旅游从业者的对现在市场环境的“吐槽” 41:51 巴厘岛的风景和氛围不是自然形成,而且根据旅游者脑海中的形象而产生的。 48:16 为一家酒店飞去巴厘岛:从安缦的泳池到嘉佩乐的雨林帐篷 55:02 简单介绍下巴厘岛玩点什么景点、每个区域有什么特色、如何去玩 1:07:15 BGM :圈 (等不到II) ———————————————————————— 巴厘岛地图: 网络上的巴厘岛游玩地图 华莱士线: 乌布网红经典:Cretya Ubud 日惹:佛教建筑-婆罗浮屠: 印度教建筑:普兰巴南 年轻人爱的特种兵行程里的景点: 1. 赛武瀑布 - 徒步溯溪 2. 布罗莫火山日出 3. 伊真火山 看蓝火(等于去吸毒 都是硫化气体) 4. 罗威纳追出海追海豚 5. 佩妮达岛一日游 每天都是凌晨起床,太累了。不是我的爱。。。 以上图片来源于网络~

71分钟
99+
1周前
《晚安咖啡》科技夜话(英文版):GPT-6发布,Anthropic呼吁刹车,DeepSeek冲科创板

《晚安咖啡》科技夜话(英文版):GPT-6发布,Anthropic呼吁刹车,DeepSeek冲科创板

晚安咖啡GoodNightCoffee

Hi~~ Good evening, everyone! It's Sunday, September 13, 2026, and I'm An'an, your host on Goodnight Coffee. A new week is just around the corner, so don't rush off to sleep yet—join me for a quick rundown of today's fresh business and tech news! Get ready, because we're starting right now! @@@ OpenAI has announced the launch of its next-generation AI model, GPT-6, under the product name Astra, with the tagline "Welcome to the AGI era." This is the core of the news: an AI company that has made artificial general intelligence its long-term goal is placing its latest GPT model directly in the same release context as the concept of AGI. AGI generally refers to AI that can match or surpass human-level performance across a broad range of tasks, rather than narrow systems that excel at a single task. So this slogan is being seen as a high-profile strategic positioning, not merely an ordinary version update. The name GPT-6 continues OpenAI's GPT-series naming convention, while Astra is the public-facing name or codename for this generation of the model. However, the publicly available information so far only provides the release headline and this slogan. It does not disclose details such as model parameters, technical architecture, capability benchmarks, context length, multimodal capabilities, pricing, launch timing, or availability. Therefore, there is still no further explanation of exactly what improvements GPT-6 Astra offers in tasks such as reasoning, coding, and agents, or when ordinary users and developers will be able to use it. OpenAI also does not clarify in the existing materials whether the so-called "AGI era" is a technological state that has already been reached or a promotional description oriented toward the future. What is certain is that this release has placed GPT-6 Astra at a key position in OpenAI's product roadmap and AGI narrative. More complete product documentation and independent evaluations will be needed to answer the questions the outside world cares about most. @@@ Anthropic's CEO says it's time to "hit the brakes" on AI. He made the remark in his latest public statement, pointing to the ever-accelerating pace of R&D and deployment in the AI industry. According to this view, the question is not whether to develop AI, but whether to slow down so that safety assessments, risk controls, and social adaptation can keep up with advances in technical capabilities. Anthropic itself is an AI company, so this call does not come from an outside critic but from a corporate leader directly involved in AI development. This has also drawn attention to whether the company will adjust its own R&D, release, or business pace accordingly. However, as for what "hitting the brakes" specifically means, public information remains at a directional level: there is no clear explanation whether it means pausing or slowing the training of larger models, pushing for stricter regulatory review, or voluntary constraints at the industry and company levels. There is also no information indicating that Anthropic has changed its established plans as a result. Next, the market will watch whether this statement translates into company policy, industry initiatives, or public policy discussions, and whether other AI executives respond. How to balance speed and safety around AI is becoming an unavoidable issue at both the business and policy levels. @@@ Tesla has released a teaser suggesting it will unveil the Roadster on October 1. The teaser image also contains an Easter egg, a detail that has become a focus of outside attention. What can be confirmed now is that the Roadster is Tesla's sports car model, and this teaser points to October 1 as the release date. However, Tesla has not said whether October 1 will be an official launch, a debut, or some other form of official event. Also not yet disclosed are the Roadster's specific version, technical specs, price, delivery arrangements, event location, and how to take part. The Easter egg in the teaser image has also not been officially explained. The outside world can only guess from visual clues that it may relate to new-car information, but its exact meaning remains unclear. Therefore, the core information that can be confirmed at this stage mainly comes down to two points: first, the date of October 1; second, the teaser image does indeed contain an Easter egg. For listeners, the most memorable takeaway is that Tesla has tied the Roadster to October 1 and left behind an as-yet-unexplained Easter egg. As for what the Easter egg contains and how the Roadster will ultimately make its entrance, we'll have to wait for Tesla's follow-up announcements. Any interpretation should be based on official information. @@@ The debut of the iPhone 18 Pro has been described as red-hot. Data released by Taobao Flash Sale shows that after pre-sales opened for the new phone, sales in the first hour doubled compared with the previous generation, reaching twice the previous generation's figure for the same time window. This also means that, based on the previous generation's first-hour pre-sale sales, the iPhone 18 Pro achieved 100% growth at the same point. The metric here is first-hour pre-sale sales, meaning transaction value in the first 60 minutes after pre-sales began—not reservation volume, add-to-cart volume, or full-day results after the official launch. On the same platform and at the same first-hour mark, the iPhone 18 Pro's pre-sale sales were clearly higher than the previous generation's. For a new phone that has just opened pre-sales, the first hour is often an important window for gauging early demand, so the doubling in growth is seen as one of the key signals of the launch phase. However, this data reflects pre-sales on the Taobao Flash Sale platform and cannot be directly equated with Apple's sales performance across all channels or in the overall market. The information known so far is mainly the first-hour pre-sale data from the Taobao Flash Sale channel; details such as the specific sales amount, popular versions and configurations, sales share of each model, and subsequent official launch arrangements still await further disclosure. Going forward, as pre-sales progress and the official release unfolds, if Taobao Flash Sale or Apple discloses further data, the outside world will be able to more fully assess the sales trajectory of the iPhone 18 Pro's current launch. @@@ Classic sci-fi game StarCraft is planned to return in 2030, with the new title positioned as an open-world shooter. This news, reported by tech outlet The Verge, currently centers on the return timing and genre direction. For players familiar with the series, this marks a clear shift: StarCraft was once centered on conflict among three factions—Terran, Protoss, and Zerg—emphasizing base building, resource gathering, unit production, and tactical command; an open-world shooter usually means players can explore, move, and engage in shooting combat across more continuous, freer maps, with a gameplay focus entirely different from real-time strategy. However, the information disclosed so far is still quite limited. Details such as the development team, publishing platforms, specific plot, character design, and business model have not been made public, nor is it clear whether the new title will retain real-time strategy elements or how it will connect with the older games on the story timeline. Based on current information, 2030 is only the planned release time. That is still several years away, and the project could still change. Next, the outside world will watch whether the official side releases a teaser, gameplay demo, or more development updates, to judge how this new StarCraft title will combine open-world design, shooter gameplay, and the original sci-fi universe. @@@ AI company DeepSeek is sprinting toward a listing on the STAR Market. Around this IPO, the core figure the market is focused on is "500 billion," and CITIC Securities has appeared in the project and has been described as "playing a supporting role." At present, the exact basis for this figure has not been elaborated. Whether the 500 billion corresponds to the company's valuation, target market cap, or another transaction metric still needs to be confirmed through later disclosures. What is certain is that if DeepSeek lists on the STAR Market, it will mean this closely watched AI company is moving from private-market financing to public-market pricing, and its information disclosure, equity structure, business compliance, and going-concern capability will all face stricter scrutiny. The STAR Market primarily serves hard-tech companies. The listing process typically includes coaching, filing, acceptance, inquiry, registration, and issuance, with sponsor and underwriting institutions playing key roles. Therefore, why CITIC Securities is participating in this project—and whether it is specifically serving as sponsor, underwriter, or in another role—has become the reason the outside world is discussing "why CITIC Securities is playing a supporting role." Next, the market will continue to watch DeepSeek's listing timetable, issuance size, valuation basis, and regulatory progress, as well as whether CITIC Securities' role in this high-profile project becomes clearer. @@@ Kimi K2.8 Preview is now live. Two changes in this version have drawn the most attention: first, its performance is closing in on K3; second, million-token context access has been fully extended to members. First, performance: based on the version naming, K2.8 is lower than K3, but this preview version's performance is already moving closer to K3, meaning the capability gap between the two is narrowing. Now for member benefits: million-token context means the model can process context on the scale of one million tokens at a time; fully extending the access to members means member users can directly gain this long-context capability. For users who need to read long documents, organize large amounts of material, or carry out complex multi-turn tasks, this will directly affect available use cases and user experience. This update combines model performance advances with expanded member features, highlighting the positioning of K2.8 Preview while also broadening access to million-token context capabilities. Because it still appears in Preview form, further adjustments to features, performance, and official-release plans remain to be confirmed by future information. @@@ UBTECH's Super Smart Factory has officially begun production. The project is positioned as building the world's first humanoid robot smart manufacturing line with ten-thousand-unit-scale capacity. According to this description, the factory has two main highlights: first, "world's first"—the project is publicly positioned as the world's first humanoid robot smart manufacturing line with ten-thousand-unit-scale capacity; second, "ten-thousand-unit-scale capacity"—meaning the production line's capacity is on the order of ten thousand units, with the goal not limited to prototype validation or small-batch trial production, but aimed at large-scale manufacturing of humanoid robots. At the same time, "smart manufacturing line" indicates that the factory is not an ordinary assembly workshop, but organizes humanoid robot production through intelligent production-line methods. The start of production means UBTECH has entered a new stage in the construction of its Super Smart Factory and in the mass manufacturing of humanoid robots. However, public information currently covers only the production-start news and the line's positioning. It has not yet disclosed details such as the factory's specific location, investment amount, exact designed capacity in units, production line takt time, first models to roll off the line, yield rate, or time to reach full capacity. Whether this production line can actually reach ten-thousand-unit-scale capacity, and how UBTECH will arrange mass production and delivery of related humanoid robot products, will require further developments. @@@ 36Kr reported under the headline "ByteDance, Alibaba, and Tencent All Pull Back at Once: AI Office Enters the Knockout Stage" that ByteDance, Alibaba, and Tencent are showing signs of simultaneously scaling back their moves in the AI office track. Here, "pulling back troops" does not refer to military action; it is the headline's shorthand for the three companies' strategic changes, pointing to a contraction in investment and layout by three leading platforms in the same direction. "At once" means the market is not focused on one company's isolated adjustment, but on all three being discussed within almost the same framework. The term "knockout stage" is used to describe competition in this track entering a phase of screening and elimination. AI office generally refers to AI products and services for office scenarios such as documents, meetings, collaboration, and knowledge management. ByteDance, Alibaba, and Tencent are all leading domestic tech platforms and important players in this track, so their synchronized moves have drawn attention. However, the report does not disclose which products, teams, projects, or regions are specifically involved in this "pullback," nor does it say whether there will be layoffs, business closures, budget cuts, or changes to partnership models. The three companies have also not given public responses in the available information, and investment scale, user data, revenue changes, and follow-up plans are not mentioned. Therefore, what can be confirmed at present is that the three companies are said to be simultaneously contracting in the AI office field, and this track is being viewed through the framework of a knockout stage. Whether this is a temporary slowdown or a long-term exit, and which business lines are specifically affected, will require more information to determine. @@@ TuringQ has released its third-generation photonic quantum computer, anoth

15分钟
84
1周前
《晚安咖啡》科技夜话:GPT-6发布,Anthropic呼吁刹车,DeepSeek冲科创板

《晚安咖啡》科技夜话:GPT-6发布,Anthropic呼吁刹车,DeepSeek冲科创板

晚安咖啡GoodNightCoffee

嗨~~大家晚上好呀!今天是2026年9月13日,星期日,我是晚安咖啡的主播安安。新的一周就在眼前,先别急着睡,跟我一起快速盘点今天的新鲜商业科技动态吧!准备好,我们马上开始喽! @@@ OpenAI 宣布推出新一代人工智能模型 GPT-6,产品名为 Astra,并在发布中打出“欢迎来到 AGI 时代”的口号。这是目前这则消息最核心的内容:一家把通用人工智能作为长期目标的人工智能公司,把最新一代 GPT 模型与 AGI 这一概念直接放在同一发布语境中。AGI 通常指能够在广泛任务上达到或超过人类水平的人工智能,而不是只擅长单一任务的专用系统,因此这句口号被视为一种高调的战略定位,而不只是普通的版本更新。GPT-6 的名称延续了 OpenAI 的 GPT 系列命名,Astra 则是这一代模型对外使用的名称或代号。不过,现有公开信息只给出了发布标题和这句口号,没有披露模型参数、技术架构、能力评测、上下文长度、多模态能力、价格、上线时间或开放范围等细节。因此,GPT-6 Astra 究竟在推理、编程、智能体等任务上有哪些提升,普通用户和开发者何时能够使用,目前都还没有进一步说明。OpenAI 也未在现有材料中说明,所谓“AGI 时代”是已经达到的技术状态,还是面向未来的宣传性描述。可以确认的是,这次发布已经把 GPT-6 Astra 放在 OpenAI 产品路线与 AGI 叙事的关键位置,后续还需要更完整的产品说明和独立评估来回答外界最关心的问题。 @@@ Anthropic 首席执行官表示,现在是时候对人工智能“踩刹车”了。他是在最新公开表态中提出这一看法的,核心指向当前 AI 行业不断加速的研发和部署节奏。按照这一说法,问题不在于要不要发展 AI,而在于是否应当放慢速度,让安全评估、风险控制和社会适应跟上技术能力的提升。Anthropic 本身是一家人工智能公司,因此,这一呼吁并非来自行业外部的批评者,而是来自直接参与 AI 开发的企业负责人。这也让外界关注,公司是否会据此调整自身研发、发布或商业节奏。不过,至于“踩刹车”具体指什么,目前公开信息仍停留在方向性层面:是暂停或放缓更大模型的训练,是推动更严格的监管审查,还是行业和企业层面的自愿约束,均没有明确说明。也没有信息显示 Anthropic 已经因此改变既定计划。接下来,市场将留意这一表态是否转化为公司政策、行业倡议或公共政策讨论,以及其他 AI 企业高管是否作出回应。围绕人工智能,速度与安全如何平衡,正在成为商业和政策层面都无法回避的问题。 @@@ 特斯拉发布预告,暗示将在10月1日发布Roadster。预告图中还藏有彩蛋,这一细节也成为外界关注的焦点。目前可以确认的是,Roadster是特斯拉旗下的跑车车型,而这次预告把发布时间指向了10月1日。不过,特斯拉并没有说明,10月1日究竟会是正式发布、首次亮相,还是其他形式的官方活动。同样尚未披露的,还包括Roadster的具体版本、技术参数、售价、交付安排,以及活动地点和参与方式。预告图中的彩蛋也没有被官方拆解,外界只能从图像线索中猜测它可能与新车信息有关,但具体指向仍不明确。因此,现阶段能确定的核心信息主要有两点:一是10月1日这一时间节点,二是预告图里确实埋有彩蛋。对听众来说,最值得记住的是,特斯拉已经把Roadster与10月1日联系在一起,并留下了一个尚未解释的彩蛋。至于彩蛋内容以及Roadster最终会以何种形式登场,还要等待特斯拉后续公布,相关解读也应以正式信息为准。 @@@ iPhone 18 Pro的首发被形容为火爆,淘宝闪购公布的数据显示,这款新机开启预售后,第一个小时的销售额较上一代产品翻倍,达到上一代同一时间窗口的两倍。这也意味着,以上一代产品预售首小时销售额为基准,iPhone 18 Pro在同一节点实现了百分之百的增长。这里所说的口径是预售首小时销售额,指的是预售启动后最初六十分钟内的成交金额,而不是预约量、加购量,也不是正式开售后的全天成绩。在相同平台、相同首小时节点上,iPhone 18 Pro的预售销售额明显高于上一代产品。对一款刚启动预售的新机来说,首小时往往是观察早期需求的重要窗口,因此翻倍增长被视为首发阶段的关键信号之一。不过,这一数据反映的是淘宝闪购平台上的预售情况,并不能直接等同于苹果全渠道或整体市场的销量表现。目前已知的信息主要是淘宝闪购渠道的预售首小时数据;至于具体销售额、热门版本和配置、各机型销售占比以及后续正式开售安排,还有待更多信息披露。接下来,随着预售推进和正式发售展开,如果淘宝闪购或苹果方面披露进一步数据,外界才能更完整地判断iPhone 18 Pro本轮首发的销售走势。 @@@ 经典科幻游戏《星际争霸》计划在2030年回归,而新作将定位为一款开放世界射击游戏。科技媒体 The Verge 披露的这一消息,目前核心信息就是回归时间和类型方向。对熟悉该系列的玩家来说,这意味着一次明显转向:过去《星际争霸》以人族、神族和虫族三大阵营的对抗为核心,强调基地建设、资源采集、部队生产和战术指挥;开放世界射击则通常意味着玩家可在更连续、更自由的地图中探索、移动并展开射击战斗,玩法重心与即时战略截然不同。不过,目前披露的信息仍相当有限,开发团队、发行平台、具体剧情、角色设定和商业模式等细节尚未公开,也没有说明新作是否会保留即时战略元素,或与旧作在故事时间线上如何衔接。就现有信息看,2030年只是计划中的推出时间,距离现在仍有数年,项目仍存在调整可能。接下来,外界将关注官方是否发布预告、实机演示或更多开发进展,以判断这款《星际争霸》新作究竟会如何把开放世界、射击玩法和原有科幻宇宙结合起来。 @@@ 人工智能企业DeepSeek正冲刺科创板,围绕这单上市项目,市场关注的核心数字是“5000亿”,同时,中信证券出现在项目中,并被形容为“陪跑”。目前,这一体量的具体口径尚未展开,5000亿究竟对应公司估值、目标市值,还是其他交易指标,仍需后续披露确认。可以确定的是,DeepSeek若登陆科创板,将意味着这家备受关注的人工智能公司从一级市场融资走向公开市场定价,其信息披露、股权结构、业务合规和持续经营能力都将接受更严格审视。科创板主要服务硬科技企业,上市过程通常包括辅导、申报、受理、问询、注册和发行等环节,保荐与承销机构在其中承担关键职责。因此,中信证券为何参与这单项目、具体承担保荐、承销还是其他角色,成为外界讨论“为什么是中信证券陪跑”的原因。接下来,市场会继续关注DeepSeek的上市时间表、发行规模、估值依据和监管进展,也会关注中信证券在这单高关注度项目中的角色是否进一步明确。 @@@ Kimi K2.8 Preview 已经上线。这个版本最受关注的变化有两点:一是性能直追 K3;二是百万上下文权限全面下放给会员。先看性能,从版本命名看,K2.8 低于 K3,但这次预览版的表现已经向 K3 靠拢,意味着二者之间的能力差距正在缩小。再看会员权益,百万上下文指的是模型一次能够处理的上下文规模达到百万级;权限全面下放会员,意味着会员用户可以直接获得这一长上下文能力。对于需要阅读长文档、整理大量资料或进行复杂多轮任务的用户来说,这会直接影响可用场景和使用体验。此次更新把模型性能推进与会员功能扩展放在一起,既突出 K2.8 Preview 的定位,也扩大了百万上下文能力的覆盖范围。由于它仍以 Preview 形式出现,也就是预览版,后续功能、性能以及正式版安排是否还会有调整,还有待后续信息确认。 @@@ 优必选超级智慧工厂已经正式投产,项目定位是打造全球首个万台级产能的人形机器人智能制造产线。按照这一表述,工厂的核心看点有两个:一是“全球首个”,即该项目对外定位为全球范围内首个万台级产能的人形机器人智能制造产线;二是“万台级产能”,即产线的生产能力以万台为量级,目标不是停留在样机验证或小批量试制,而是面向人形机器人的规模化制造。与此同时,“智能制造产线”说明该工厂并非普通装配车间,而是以智能化产线方式组织人形机器人生产。此次投产,意味着优必选在超级智慧工厂建设和人形机器人量产制造环节进入新阶段。不过,目前公开信息仅覆盖投产消息和产线定位,尚未披露工厂具体位置、投资金额、设计产能的精确台数、产线节拍、首批下线机型、良率以及达产时间等细节。后续这条产线能否实际达到万台级产能,优必选又将如何安排相关人形机器人产品的量产和交付,还需要等待更多进展。 @@@ 36氪以《字节、阿里、腾讯同时收兵:AI办公进入淘汰赛》为题报道,字节跳动、阿里巴巴和腾讯在AI办公赛道上的动作出现同步收缩信号。这里的“收兵”,不是指军事行动,而是标题对三家公司策略变化的概括,指向三家头部平台在同一方向上的投入和布局正在收缩;“同时”则意味着,市场关注的不是某一家公司的单独调整,而是三家几乎被放在同一框架下讨论。所谓“淘汰赛”,则用来形容这一赛道竞争进入筛选和淘汰阶段。AI办公通常指面向文档、会议、协作、知识管理等办公场景的人工智能产品和服务。字节、阿里和腾讯都是国内头部科技平台,也是这一赛道的重要参与者,因此它们的同步动向受到关注。不过,报道没有披露此次“收兵”具体涉及哪些产品、团队、项目或地区,也没有说明是否裁员、关闭业务、减少预算或改变合作方式;三家公司也未在现有信息中给出公开回应,相关投入规模、用户数据、收入变化和后续安排均未提及。因此,目前能够确认的是,三家公司被指向在AI办公领域同步收缩,这一赛道被置于淘汰赛框架下观察;至于这是阶段性降速还是长期退出,具体影响哪些业务线,还需要更多信息才能判断。 @@@ 图灵量子发布第三代光量子计算机,这是该系列产品在前两代基础上的又一次迭代。所谓光量子计算机,是以光子作为量子信息载体的计算系统;推出第三代,意味着图灵量子继续推进这一技术路线的产品化。不过,围绕这次发布,目前公开的信息主要确认了发布动作本身,尚没有披露这款计算机的具体技术参数。例如,它采用怎样的光子集成方案,量子比特或量子模式规模有多大,在操控精度、纠错能力、系统稳定性等关键指标上表现如何,与上一代相比有哪些提升,以及它主要面向科研计算、算力服务还是行业应用,现阶段都还没有进一步说明。商业化安排同样未见更多细节,包括是否已经形成可交付产品、计划何时开放使用、是否接入云平台,以及是否公布合作客户或应用场景,都还有待后续消息。因此,目前能够确认的是,图灵量子完成了第三代光量子计算机的对外发布,但这款产品的实际性能、与前代之间的具体进步,以及从发布走向应用的进展,还需要更多参数、测试结果和后续安排来支撑。 @@@ 好啦,今天的节目到这里就结束啦!谢谢大家的陪伴,愿你把这份轻松和好心情带进梦里。如果您喜欢我们的节目,也非常欢迎订阅和转发给你的小伙伴,这对我们非常有帮助。那我们下期再见吧!

14分钟
97
1周前
16. 经济有周期,咱无再少年

16. 经济有周期,咱无再少年

严肃发小

节目介绍 塔塔去洛杉矶玩了一个周末,晒黑两个度,回来连买汉堡的经历都能讲得眉飞色舞。小纪在沙特50度的夏天里听完,只有一个要求:最好别讲太开心,不然我会难过的(但还是从头笑着听到了尾)。 前两期还在纠结人生主线、请教老板怎么赚钱,这期塔塔突然有点无心搞事业了!!海边等浪的人、关掉公司去拍照摆摊的老大哥,让她发现:原来人真的可以换一种活法,跟过去学过什么、做过什么都没关系。小纪也开始推翻年初的自己:用赚多少钱来定人生目标,听起来很清楚,却把好多有意思的体验都筛掉了。 我们到底想过什么样的日子,身边的人又在把我们带向哪里?这次我俩的答案还是不太一样。塔塔想要一点“懒惰的自由”,小纪想找到能一起开心做事的人。也欢迎你来聊聊,什么样的地方、什么样的人,会让你觉得自己又活过来了? 时间线 00:08 波士顿连线沙特:一个刚度完假,一个快被烤成肉干 01:06 这次怎么更新这么快?我俩决定把月更的节奏捡回来! 03:09 去洛杉矶纯玩一个周末,竟然真的充满了电 05:58 买个汉堡都能被感染快乐:店员把笑容买一赠一送给了我 08:07 从“你的论文写完了吗”到海边等浪,原来人可以活在不同宇宙 10:15 小纪也去过利雅得的“比弗利山庄”:除了钱,哪儿都不像 12:59 做着差不多的工作,为什么换了一群人,整个人的状态都不一样? 16:49 关掉公司、拍舞蹈、去纽约摆摊,这位老大哥的人生有点自由 18:24 听说卖冰糖葫芦赚钱,我们都说想去,但你真的会去吗? 19:02 公司不做了,把学生介绍给竞争对手:有些账不用算那么细 19:58 摆摊赔了钱,却认识了一位扫雪的摄影师,还聊出了策展的可能 23:36 小纪推翻年初的自己:只用钱来定义人生,到底漏掉了什么? 25:18 不急着给眼前的经历打分,至少以后能查出来聊天吹牛 27:31 人为什么需要哲学和信仰?我们想找的答案也许是“什么更重要” 28:44 研究做得好就适合创业吗?不同环境奖励的性格也不一样 29:34 聊到“天花板”:习惯谦逊的人,遇上鼓励主动表达的环境 30:39 小纪的出海观察:活干得又快又好,客户为什么还是心里没底? 33:45 再聊第二期的选城市问题,塔塔:只有你变了,我没变! 34:17 想要一点懒惰的自由,就得接受放弃一些可能拿到的奖励 高光笔记 08:07 身边的人天天在聊什么,会悄悄框定我们觉得重要的事。换个环境,才发现原来困住自己的那些比较和焦虑,并不是所有人都在经历 12:59 小纪找到的两个能量来源:做自己真正认可的事,和自己喜欢的人一起做事。同一家公司、相似的工作,换了身边的人,体验也可能完全不同 19:02 不做一门生意了,也可以把机会留给别人。把学生介绍给过去的竞争对手,留下的信任和关系,可能比守住眼前的资源更长久 22:06 读过什么专业、做过什么工作,都不必成为下一次选择的限制。见到真的换了一种活法的人,才会发现自己也可以试试 23:41 只用钱来定义人生目标,很容易把“不赚钱但有意思”的事情一件件筛掉。数字越来越清楚,能体验的生活却可能越来越少 25:18 抓住大方向,不代表现在就要找到一件能做几十年的事。眼前的经历暂时没有回报,也可以先看看,它能让自己接触到什么不同的人和生活 27:31 塔塔对哲学和信仰的理解:人想从中得到的一个答案,是“什么更重要”。当原来的目标不再管用,我们需要重新想清楚自己的优先级 30:19 挑选环境,也是在挑选一套价值观。除了天气和生活便利,还要看看那里鼓励怎样的表达、认可怎样的做事方式,自己是否愿意按这套方式生活 31:38 小纪在沙特的观察:埋头把事情做完,不一定能让合作方安心。把计划、规则和责任讲清楚,让对方知道事情怎样推进,也是工作的一部分 34:17 知道自己能得到什么、会失去什么,才能更踏实地承担自己的选择 BGM 魏如萱 --《你啊你啊》 联系我们 欢迎大家在小红书、微信视频号,抖音,b站关注我们的ai账号:塔塔小纪和ai 也欢迎大家扫码加入我们的ai账号观众群,也可以+tatara2026备注播客进群~ 希望我们可以成为你未曾谋面但说得上话的朋友。

35分钟
99+
1周前
小摩给Meta加价180美元的全部来源

小摩给Meta加价180美元的全部来源

左兜进右兜

美股量化模型独立站30天交易周期体验:原价99美金/月.800美金/年 📊 关于 RightPocket 量化模型系统 RightPocket 是右兜独立运营的美股量化交易模型平台,包含策略模型、盘前交易信号与三级风险预警系统。所有交易记录公开透明。 网站:right-pocket.com 实盘业绩:right-pocket.com/performance 微信咨询:Right_pocket090(备注会员体验) 📄 本期速览 小摩把Meta目标价从640提到820,2028年的盈利预测一分没改。多出来的180美元,全部来自倍数从18倍提到23倍。而付23倍的那一年之前,GAAP EPS只涨1.9%。 ──────── 📄 报告信息 机构:J.P. Morgan(摩根大通) 标题:Meta Platforms Inc: The Models and Agents are Here; Upgrading to Overweight, $820 PT 日期:2026年9月10日 类型:公司深度 主笔:Doug Anmuth(北美互联网) 评级:Neutral → Overweight|目标价:$640 → $820(Dec-27) ──────── 🎯 三个核心问题 * 盈利预测没动,180美元的加价从哪来? * 付23倍的那一年之前,EPS只涨1.9%? * OpenCode市占第一,是产品赢的还是价格买的? ──────── 🔗 加入我们 RightPocket 美股量化交易模型独立站会员:模型信号、实盘业绩与研报深度解读 会员入口:right-pocket.com ──────── ⚠️ 风险提示 本节目所有内容仅为公开信息的研究分析与个人观点分享, 不构成任何投资建议、要约或推介。 本节目提及的所有公司、股票、价格、评级, 均为对第三方机构研报内容的整理与解读, 不代表节目主理人或制作团队的持仓或推荐。 投资有风险,决策需独立判断, 或咨询所在司法辖区的持牌专业人士。 ──────── 🎙 本期制作 主播:小柒(AI) 选题与观点:右兜 本节目由右兜负责选题与观点输出,AI 协助完成翻译、脚本提炼与播客录制, AI 主播小柒担任声音呈现。把 AI 用好,比假装不用 AI 更值得信赖。

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